CPS Control Center Interface Guide for View Only Administrators

Cisco Policy Suite Control Center Interface Guide for View-Only
Administrators Release 9.0.0
First Published: March 18, 2016
Last Modified: March 18, 2016
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CONTENTS
Preface
Preface v
About this guide v
Audience v
Additional Support v
Version Control Software vi
Conventions (all documentation) vi
Obtaining Documentation and Submitting a Service Request vii
CHAPTER 1
Subscriber Screens 1
Subscriber Screens Overview 1
Find a Subscriber 1
Subscriber Screens Definitions 2
Overview Screen 2
Details Screens 2
General Screen 3
Credentials Screen 3
Services Screen 4
Notifications Screen 4
Subaccount Screen 5
Sessions Screen 5
Session Details Table 5
Balance Screen 6
Balances 7
Quotas 7
View Quotas and Balances 7
Check the History of Balances 8
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Contents
CHAPTER 2
Session Tracing 9
View a Subscriber Session 9
Find Network Sessions 10
CHAPTER 3
Custom Reference Data Tables 11
Concepts for Custom Reference Data Tables 11
Steps and Procedures 11
Policy Builder: Constructing Custom Reference Data Tables 12
Set Up the System Plug-in Configuration 12
Create or Edit a Custom Reference Data Table 13
Delete Reference Data Tables 15
Last Tasks 15
Control Center: Populating a Custom Reference Data Table 16
Import Data from a Spreadsheet 16
Enter Data Manually 18
Add a Row 19
Edit a Row 19
Fix Errors in a Row 20
Delete a Single Row 20
Typical Tasks for Everyday 20
Refresh the Screen 20
Navigate the Table Screens 20
Navigate in a Row 21
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Preface
• About this guide, page v
• Audience, page v
• Additional Support, page v
• Version Control Software, page vi
• Conventions (all documentation), page vi
• Obtaining Documentation and Submitting a Service Request, page vii
About this guide
This guide describes the functions and uses of the Control Center 3.6 for administrators with read only or
view only privileges.
Audience
This guide is best used by these readers:
• Network administrators
• Network engineers
• Network operators
• System administrators
This document assumes a general understanding of network architecture, configuration, and operations.
Additional Support
For further documentation and support:
• Contact your Cisco Systems, Inc. technical representative.
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Preface
Version Control Software
• Call the Cisco Systems, Inc. technical support number.
• Write to Cisco Systems, Inc. at [email protected].
• Refer to support matrix at http://www.support.cisco.com and to other documents related to Cisco Policy
Suite.
Version Control Software
Cisco Policy Builder uses version control software to manage its various data repositories. The default installed
version control software is Subversion, which is provided in your installation package.
Conventions (all documentation)
This document uses the following conventions.
Conventions
Indication
bold font
Commands and keywords and user-entered text
appear in bold font.
italic font
Document titles, new or emphasized terms, and
arguments for which you supply values are in italic
font.
[]
Elements in square brackets are optional.
{x | y | z }
Required alternative keywords are grouped in braces
and separated by vertical bars.
[x|y|z]
Optional alternative keywords are grouped in brackets
and separated by vertical bars.
string
A nonquoted set of characters. Do not use quotation
marks around the string or the string will include the
quotation marks.
courier font
Terminal sessions and information the system displays
appear in courier font.
<>
Nonprinting characters such as passwords are in angle
brackets.
[]
Default responses to system prompts are in square
brackets.
!, #
An exclamation point (!) or a pound sign (#) at the
beginning of a line of code indicates a comment line.
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Preface
Obtaining Documentation and Submitting a Service Request
Note
Caution
Means reader take note. Notes contain helpful suggestions or references to material not covered in the
manual.
Means reader be careful. In this situation, you might perform an action that could result in equipment
damage or loss of data.
IMPORTANT SAFETY INSTRUCTIONS.
Means danger. You are in a situation that could cause bodily injury. Before you work on any equipment, be
aware of the hazards involved with electrical circuitry and be familiar with standard practices for preventing
accidents. Use the statement number provided at the end of each warning to locate its translation in the
translated safety warnings that accompanied this device.
SAVE THESE INSTRUCTIONS
Warning
Provided for additional information and to comply with regulatory and customer requirements.
Obtaining Documentation and Submitting a Service Request
For information on obtaining documentation, using the Cisco Bug Search Tool (BST), submitting a service
request, and gathering additional information, see What's New in Cisco Product Documentation.
To receive new and revised Cisco technical content directly to your desktop, you can subscribe to the What's
New in Cisco Product Documentation RSS feed. RSS feeds are a free service.
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Preface
Obtaining Documentation and Submitting a Service Request
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CHAPTER
1
Subscriber Screens
• Subscriber Screens Overview, page 1
• Find a Subscriber, page 1
• Subscriber Screens Definitions, page 2
• Overview Screen, page 2
• Details Screens, page 2
• Sessions Screen, page 5
• Balance Screen, page 6
Subscriber Screens Overview
Find a Subscriber
Finding a subscriber is often the first step in performing other tasks for a subscriber.
Note
To list all subscribers, leave the Credential Name field blank. The maximum number of records returned
is 1000.
Enter search criteria into either the Credential or Name field. You can use any portion of a subscriber’s name,
but when searching on a credential ID, you must use the full credential. No wild cards are permitted.
Step 1
Step 2
Step 3
Click Subscribers tab > Subscribers node > Find Subscriber item in the menu tree.
Enter your search criteria in the Credential or Name field and click Search.
Matches to your search criteria appear in the Results table.
Use the open link on the right to display more information about the subscriber
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Subscriber Screens
Subscriber Screens Definitions
Note
As you find and use subscriber screens, the menu tree keeps track of the most recent finds. Dismiss these items
from the tree with the X icon.
Subscriber Screens Definitions
This section describes the screens used to support subscribers. After you find a subscriber you can access
these screens.
Overview Screen
When you find a subscriber and open their record, the Overview screen opens.
The menu tree on the left displays the subscriber name and four submenus (Overview, Details, Sessions,
Balance).
The Overview screen, with its six subsections, appears on the right.
Details Screens
The Details item in the menu lets you view and edit five other screens that contain even more specific
information about a subscriber or a subaccount:
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Subscriber Screens
General Screen
• General information
• Credentials or passwords
• Services the subscriber pays for
• Notification preferences
• Subaccount users under the subscriber
General Screen
1 Click Subscribers tab > Subscribers node > Find Subscriber item in the menu tree.
2 Find the subscriber as described in Find a Subscriber, on page 1.
Credentials Screen
The Credentials screen lets you specify more than one credential or password for a subscriber. More than one
credential may be necessary for the subscriber to log in from different devices or locations.
The rows in this screen are populated by the Credential Detail screen shown below.
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Subscriber Screens
Services Screen
Services Screen
The Services link lets you administer what services or service plans a subscriber may access.
Notifications Screen
Field
Description
Type
Contact your subscriber with one of these methods
in the drop-down menu:
• Real time / XML
• SMS
• Email
• Apple iPhone push
Destination
Specify the address for the notification.
For an XML message, provide URLs.
For an SMS message, provide the destination number,
perhaps 555544444.
For an email notification, provide an email address.
For an Apple iPhone push, provide the server
gateway, server port, and certificate and certificate
password.
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Subscriber Screens
Subaccount Screen
Field
Description
Enabled
Click this check box to allow notifications to go
through, or uncheck it if you are still developing the
message.
Custom Data Area
This area lets you use a look up list, or key-value pairs
and so keep track of other variables that concern your
subscriber.
Code
This is the key portion of a key-value pair.
Value
This is the definition or value of the key.
Subaccount Screen
For example, if the primary subscriber has a Charging ID of 123456, assign the subaccount users the same
charging ID.
Sessions Screen
The Sessions item in the menu tree under a subscriber lets you see the sessions the subscriber has running.
That is, find the subscriber first, and then check their sessions. A subscriber may have several sessions up,
perhaps from different devices.
You can display a Sessions screen two ways:
• Find the subscriber and then view all their sessions:
Subscribers tab > Subscriber node > Subscriber item > Overview screen > Sessions area > manage
See Viewing a Subscriber Session.
• Find all sessions on the network and then look for a subscriber:
Subscribers tab > Subscriber node > Subscriber Sessions item > Current Sessions table > open
See Finding Network Sessions.
Note
If you would like a utility to start artificial sessions, contact your Cisco technical representative.
Session Details Table
The Session Detail table contains information about the session, including a Remove Session link.
An example of a Session Detail is shown below.
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Subscriber Screens
Balance Screen
Field
Description
Session Tabs
At the top, a tab exists for each session the subscriber
has running. The example has one tab, the subscriber
has one session up.
Query Devices
This check box lets you filter the session information
below to one or more devices.
Network Query
This drop-down list lets you show details for only the
devices you can provide IP addresses and secrets for,
and so limits the data returned by the detail table.
The QNS folder has several subfolders to organize the session data.
Balance Screen
The Balance item in the tree under a subscriber name provides a way to set balance amounts and quota amounts
for the subscriber.
A subscriber can have several balance codes in place, and under each one, the subscriber can have several
quota codes. Balance and quota codes can be added and deleted separately, but deleting a balance code deletes
all the quota codes under it.
Balance codes and quota codes are developed and maintained in the Policy Builder interface. Control Center
reflects that configuration.
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Subscriber Screens
Balances
Balances
Balances are of these types:
• Recurring—recurring balances automatically replenish on a configured cycle, for example daily, weekly,
monthly, or per billing cycle. Any remaining balance is not carried over when the balance is reset.
• Roll Over—a type of recurring balance. Roll over balances, which are additive, are similar to
recurring balances, but any remaining balance is kept when the balance replenishes.
• One-time—one-time balances do not automatically replenish. One-time balances may be configured
with an expiration date.
• Top Up—a type of One-time balance. Top ups add to a subscriber’s balance and may be applied
to any of the above balance types. Top ups are differentiated from the balance to which they are
applied, enabling the service provider to define the order in which top ups, and the underlying
balance, is consumed. Top ups may be assigned an expiration date.
Quotas
Quota may be either of two types, one-time or recurring.
One-time quotas are amounts of time use or data use that occur only one time and are not renewed. For
example:
• If an ISP provider gives free introductory minutes
• If data bandwidth is provided on a tiered system, with the first 100 KB free, and then payment begins
• For a prepaid card use case
Recurring quota are those services the account subscriber signs up for and gets refreshed at some recurring
period.
View Quotas and Balances
Note
In the data hierarchy, Balances contain Quota. If you delete information at the balance level, all the quotas
underneath it are removed.
Step 1
Click Subscribers tab > Subscribers node > Find Subscriber item in the menu tree.
Find the subscriber as described on Finding a Subscriber.
Step 2
Step 3
Select the Balance item in the menu tree under the subscriber.
Open the full view to the balances. Click the Plus sign by Data.
The Balance Codee in our example is DATA.
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Subscriber Screens
Check the History of Balances
Note
Balance codes and quota codes are developed and maintained in the Policy Builder interface for these drop-down
lists.
Check the History of Balances
On the Balance screen, you can review the credit transactions against a quota type, but not the debit history.
Step 1
Click the history link associated with the quota.
The History screen shows you the Start and Expiration dates, original amount, transacted amount and any reserved quota.
Step 2
Step 3
Click on a column heading to sort that column.
Click on the down arrow in a column to change the sort or add or remove columns from the display.
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CHAPTER
2
Session Tracing
• View a Subscriber Session, page 9
• Find Network Sessions, page 10
View a Subscriber Session
This procedure looks at available sessions and lets you find sessions for the subscriber you specify. Contrast
this to finding a subscriber and then checking their sessions as described at Sessions Screen.
Step 1
Click the Subscribers tab > Sessions node > Find Subscriber Session.
Step 2
For Query Key, select to use either the subscriber’s credential ID or the framed IP address of the session, if you know
it.
You must enter the full ID or IP address. Partial information here proves unsuccessful.
Step 3
In Key Data, enter a valid user ID or a valid framed IP that is your target.
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Session Tracing
Find Network Sessions
Step 4
Step 5
Click Search to display the general information about the found session on the right.
In the list to the right, hover over a session and double click, or click the open link to display the details about the session.
Find Network Sessions
Use the Find Network Session link to look at selected session running on the network.
Step 1
Step 2
Click Subscribers tab > Sessions node > Find Network Session item in the menu tree.
Fill in the Find Network Session screen.
Field
Description
Query Key
The type of data on the session you want to search for,
either framed IP or User ID.
Key Data
The value of the query key, for example, part of a framed
IP address.
Query Device
The type of device you want to query. Currently, only ISG
is supported.
Results Area
List of all the matches for your query key and key data.
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CHAPTER
3
Custom Reference Data Tables
• Concepts for Custom Reference Data Tables, page 11
• Steps and Procedures, page 11
• Policy Builder: Constructing Custom Reference Data Tables, page 12
• Control Center: Populating a Custom Reference Data Table, page 16
• Typical Tasks for Everyday, page 20
Concepts for Custom Reference Data Tables
• The Policy Builder interface creates and edits the custom reference data table structure, defines its
columns, and defines the data type, ranges and size of the fields.
• Control Center reflects the custom reference data tables constructed in Policy Builder.
• You provide data content to the custom reference data tables in Control Center.
• Spreadsheets can be imported into a custom reference data table structure. Log in to the Control Center
interface to do so.
When constructing the custom reference data table in the Policy Builder, look at the spreadsheet you want to
import later and use the same column names, data types and other attributes.
Steps and Procedures
• Use Custom Reference Table with Policy Builder.
These steps need only be completed once and may already be completed.
• Use Custom Reference Table with Control Center.
These steps need to be completed for every custom reference data table you want to create or edit.
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Custom Reference Data Tables
Policy Builder: Constructing Custom Reference Data Tables
Policy Builder: Constructing Custom Reference Data Tables
There are two tasks needed to create custom reference data tables:
• Setting Up the System Plug-in Configuration
• Creating or Editing a Custom Reference Data Table
Set Up the System Plug-in Configuration
You only have to do this one time for each system, cluster, or instance. Then you can create as many tables
as needed. The steps below configure an example system.
Before You Begin
Before you can create a custom reference data table, configure your system to use the Custom Reference Data
Table plug-in configuration.
Step 1
Step 2
Step 3
Step 4
Log in to Policy Builder and click Reference Data tab > Systems node > the system of your choice > Plugin
Configurations.
Click Custom Reference Data Configuration in the main pane.
The tree on the left is populated with the configuration.
Fill in the Custom Reference Data Configuration screen that appears.
Field
Description
Primary Database IP
This is the IP of the sessionMgr database.
Secondary Database IP
Optional, this field is the IP address of a secondary, backup,
or failover sessionMgr database.
Port
This is the port number of the sessionMgr. It should be the
same for both the primary and secondary databases.
Go on to create data table structures as described at Create or Edit a Custom Reference Data Table, on page 13.
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Custom Reference Data Tables
Create or Edit a Custom Reference Data Table
Create or Edit a Custom Reference Data Table
Before You Begin
Before you begin, be sure that you have configured the plug-in as described in Setting Up the System Plug-in
Configuration. Click Reference Data > Systems > Plugin Configuration and make sure you see the Custom
Reference Data Config in the tree.
Step 1
Step 2
Step 3
In Policy Builder, click Reference Data > Custom Reference Data Tables node.
To create a new data table, click Summary > Custom Reference Data Tables link in the main pane.
To edit a table, click a table name in the tree.
Note
Step 4
Step 5
Simply editing the name of a table results in a loss of the table. If you want to change a table name, make a copy
first, and then change the name of the copy. No data is in the newly copied table but you have the new name.
Fill in the Data Table screen that appears.
The example shows the columns defined for a table called Countries.
Field
Description
Name
Here, Name is the internal name for the column.
Best practice is to name the column so that it is
recognizable as a key.
Display Name
This is the table name as you want it to display in Control
Center.
Type
This is the data type of the column, that is:
• Date, month day and year
• Date and time. A valid date is from 1900 to 2099.
• Decimal, for decimal or currency
• Number, or integer
• Text
• True / False as Boolean
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Custom Reference Data Tables
Create or Edit a Custom Reference Data Table
Field
Description
Key
If checked, it specifies that each row in the table must be
unique. If unchecked, when
entering data in Control Center the admin receives an error
message.
Note that several columns can contribute to the whole key.
Best practice is to name the column so that it is
recognizable as a key.
Step 6
Is Required
If checked, this box forces the Control Center admin to
enter some value when populating data in the table.
Columns Area
You must change the first row to enable fields in the rest
of the screen.
Click on a row in the Columns definition table at the top, and access the fields on the bottom, working your way through
all of the column names listed.
In the example, at the top, the row selected is the column called Continent, a key and required data. In the Valid Values
area, only the names of continents in the list is permitted as valid entries. In the example, some continent names have
been omitted.
On the right side of the screen, these fields are available.
Field
Description
Regular Expression
Define a regular expression to define a specific data format.
For example, if you define a regular expression here, you
ensure that a phone number is entered in a phone number
format, or a date is entered as a date format.
Regular Expression Description
This is the description of what you are trying to achieve
above. In Control Center, this appears as user help or as a
tip to help those administrators enter data in the correct
format.
None
Select this radio button if you do not have any need for
Binding to CPS.
Bind to Subscriber AVP Code
Control Center and Cisco Policy Server may correlate on
the basis of AVP codes. If so, specify these codes here.
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Delete Reference Data Tables
Field
Description
Bind to Session/Policy State Field
Bind fields are the specific points of intersection to the
policy engine, and are optional. Control Center may not
have any specific or defined ’hooks’ into the Cisco Policy
Server.
Click the Select button to display a list of objects that can
be used to relate Control Center with Cisco Policy Server
at specific data points.
Bind to a result column from another table
Optional.
This field lets you specify a column in this table or any
other table in the tree and lets that table furnish the data
for the current table. This practice helps maintain
consistency across tables.
This example selects the table named test_table, column
aString, to use the value in that table’s column and row to
use as a result in the current table.
Bind to Diameter request AVP code
This field lets you enter a specific AVP to bind to. Doing
so improves processing times.
Delete Reference Data Tables
Contact your Cisco technical representative for these delete tasks:
• Delete a custom reference data table
• Delete columns in a table
• To change the name of a table without using the copy link
Changing a table name has the same result as creating a new table. The first named table does not appear to
the admin in Control Center. The New table name has no data in it. this is because Policy Builder does not
write to the database and change the table name.
Last Tasks
Now populate or edit the contents of these table columns. provide them with rows and rows of data.
See Control Center: Populating a Custom Reference Data Table, on page 16.
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Custom Reference Data Tables
Control Center: Populating a Custom Reference Data Table
Control Center: Populating a Custom Reference Data Table
The custom reference data table structures are created and edited in the Policy Builder interface. See Policy
Builder: Constructing Custom Reference Data Tables, on page 12 for those procedures.
Import Data from a Spreadsheet
If you have a spreadsheet that already has data rows, you can import the spreadsheet into a custom reference
data tables. Of course, the data table itself must be created in Policy Builder. However, importing the data
occurs in Control Center.
Note
Step 1
Step 2
Step 3
Step 4
When the tables are created in Policy Builder, have your spreadsheet open to make sure you match the
data type, for example string, date, or number.
Log in to Control Center.
Configuration tab > Reference Data folder > table list.
Select the table that receives data from the spreadsheet.
Click the import link.
Figure 1:
Step 5
Step 6
The table you selected under the Reference Data tree appears in the Import into Table field. You do not have to type it
in. Make sure this is the table that is to receive data from the spreadsheet.
Either name or browse for the .xls or .xlsx file you want to import, the one that populates the table.
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Custom Reference Data Tables
Import Data from a Spreadsheet
Step 7
Click the Next button in the lower corner.
The Map file to Table Columns screen lets you select the columns in the spreadsheet that you want to use in the Access
Technology table.
Step 8
Step 9
Step 10
Check Exclude first row if your .xls spreadsheet has headers.
Check Delete all rows if you want to completely empty the Access Technology table and bring in all new rows.
In the Select Column drop-down lists, specify what column of the Access Technology table you want to place your
spreadsheet columns in.
Note
The Select Column list shows the column names in Access Technology table as they were created in Policy
Builder. This drop-down list does not show the column names in your spreadsheet.
In our example, we want to place the device names in the Code column and the numeric values in the Description column.
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Custom Reference Data Tables
Enter Data Manually
Step 11
Step 12
Step 13
In the lower right, click the Import link to proceed, or the Prev link to go back.
Notice the Import Successful screen.
Select Open AccessTechnology in the lower left to check your import, then click Done.
The newly populated table appears for you to check.
The AccessTechnology table has the new rows added, in the proper columns.
Enter Data Manually
For data tables that are small, or are not derived from a spreadsheet, use the Control Center interface to enter
data manually into the rows of custom reference data tables.
Step 1
Step 2
Log in to Control Center.
Click Configuration tab > Configuration node and open the Reference Data folder.
The items under the Reference Data folder are the table names created in Policy Builder.
Note
If you do not see the table name that you want, go to the Policy Builder and create
it.
Step 3
In the tree, click a table name to open it.
The table window shows the table structures and columns.
Our example uses AccessTechnology, which has several rows of data already in it.
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Custom Reference Data Tables
Add a Row
Note
Add to and edit rows in a table with these tips:
• Click on a row and it becomes editable.
• You can enter content in fields, select check boxes, use the drop
downs.
• You can build a table of values to use in another table.
• Date fields use the calender widget.
• Save or cancel the row. Save persists the rows to the database.
• Cancel lets the table data revert with no change.
• Carefully delete a row, there is no confirmation.
• Click the add link to add new blank rows.
Add a Row
Step 1
Step 2
Step 3
Step 4
Open a table.
Click the add link in the upper right corner.
Note that the new rows is added to the bottom of the table for you to fill in. You cannot insert a row at a specific place.
Notice row count in lower right corner.
Note
In this interface, the columns do not indicate which are Key columns or Key fields. Best practice is to name the
columns with this attribute when creating them in Policy Builder.
Note
Step 5
Any required fields display with red margins to let you know that you must enter
data.
Use any of the save methods mentioned above to save the row. However, you cannot save a row that has errors.
Edit a Row
There are several ways to save row data and so prevent data loss.
• Click the save link in the column on the far right.
• Press Enter after you have finished in a field.
• Tab over from one field to another until the row is saved.
• Finish in your field and click on another row.
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Custom Reference Data Tables
Fix Errors in a Row
Note
There is no way to promote or demote rows.
• There is no way to sort on columns.
• There is no filter or search feature at this time.
Fix Errors in a Row
Errors are denoted as the field margined in red. Help text displays to the far left or far right. Only the cancel
link is available until you make a correction.
Delete a Single Row
Step 1
Step 2
Hover over the row you want to delete.
Click the delete link to the right.
The data row is deleted immediately. No refresh needs to occur.
Typical Tasks for Everyday
These navigation tasks and activities are specific to the custom reference data tables in Control Center.
Refresh the Screen
• The refresh link in the upper right corner.
• Click the refresh link to force a refresh.
• A successful refresh message appears on the right.
• The usual refresh time is every 5 minutes, and is refreshed from the server.
• In the middle of updating, refresh is deferred.
• Upon close and reopen a table, the refreshed table is displayed.
• The refresh interval for these tables cannot be changed.
Navigate the Table Screens
• Multiple tables can be open at one time.
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Custom Reference Data Tables
Navigate the Table Screens
• Icons in the tree to show the open and active focus.
• Circle with hyphen—open table
• Circle with arrows—active table focus
• Square—table not open
• Blue square—table open and in the tray at bottom
• Icons in the upper right corner of a table minimize, maximize, or close the table. When minimized, the
table heading displays at the bottom of the screen in the tray.
• To restore a table to view,
• Click the restore button of the table in the tray,
• Or
• Double click the table tab in the tray.
• Resize a table for viewing by dragging the edges.
• Narrow or widen a column by dragging the margin of the column head.
Navigate in a Row
• If you have many columns, they cannot all display in the browser. You must scroll to the far right to get
to the delete, edit, save, cancel links.
• Notice that in the bottom right corner, there is a indicator of how may rows you are viewing at the
moment, and how many rows there are total in the table.
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Custom Reference Data Tables
Navigate the Table Screens
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